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smallville

This would be a good chance for the new comers to put your money in the places where u get constant dividends (2-4 a year).. Do a calculation and find out the div pay out ratios that looks attractive for the current price u pay..

raa

Manager - Equity Analytics

Posts : 248Equity Stars : 2827Reputation : 23Join date : 2011-03-22

Good stuff but real value is in guessing which companies will increase their dividends and which companies won't. We should start a discussion on this. At these prices, if you can pick a company with growing dividends then you will be a winner in the long run. It would be nice and helpful to get your thoughts on this...here are some of mine. These are shares i'm watching

CTC may give close to LKR 40 a year.. but share price has already gone up to LKR 500 but at over 7% yield, it is still above average

Watch LIOC. Owned by foreign parent, and is finally making a profit. Might be in a position to declare a dividend this year or next, my guess LKR 1.00 or less.

SMLL has a great turn around story and has declared attractive dividends. I expect their performance to improve and so will their dividends, although I heard this time, they put a lot of money into buying PLC so that might be a temporary set back.

PLC - I am a big fan of this stock, so my view is very biased but i do feel that they have the potential to be the best yielding share in the market. They have already declared and interrim dividend of LKR 0.50 and with an EPS of around 2, they can declare upto LKR 1.0 or LKR 1.50. At current prices, that is a very good yield... IF they do declare a dividend. I' think that the way the price is dropping, it might not be the case but i have my fingers crossed.

HASU is another company that has consistently paid out higher dividends with improved earnings so another good counter.

OSEA - they paid 30cents consistently but with Havelock city taking off, and improved occupancy at World Trade centre, the food court coming up, i feel their earnings will improve and they may be in a position to increase their dividend...maybe up 10 or 20 cents to 40 or 50 cents for the year

Banks should declare higher dividends with improved earnings. Its just a matter of what's cheaper and will get you the best yield. NTB could declare better than last year dividends. I was hoping SEYB would but maybe next year .

Anybody have any ideas about TJL, and VONE and what dividend they may declare (I hope they do). These are stocks that i monitor or have a small quantity of. There are obviously a lot of other stocks that i don't know about so feel free to mention them.

There are also many stocks that have not declared any dividends in the past but may do so now so identifying them would be a great help. (I.e Tess, TWOD )

These are not BUY recommendations...do not under any circumstance follow my advice or think that I know what i am saying...because this is all guesswork.

Slstock

@raa wrote:Good stuff but real value is in guessing which companies will increase their dividends and which companies won't. We should start a discussion on this. At these prices, if you can pick a company with growing dividends then you will be a winner in the long run. It would be nice and helpful to get your thoughts on this...here are some of mine. These are shares i'm watching

CTC may give close to LKR 40 a year.. but share price has already gone up to LKR 500 but at over 7% yield, it is still above average

Watch LIOC. Owned by foreign parent, and is finally making a profit. Might be in a position to declare a dividend this year or next, my guess LKR 1.00 or less.

SMLL has a great turn around story and has declared attractive dividends. I expect their performance to improve and so will their dividends, although I heard this time, they put a lot of money into buying PLC so that might be a temporary set back.

PLC - I am a big fan of this stock, so my view is very biased but i do feel that they have the potential to be the best yielding share in the market. They have already declared and interrim dividend of LKR 0.50 and with an EPS of around 2, they can declare upto LKR 1.0 or LKR 1.50. At current prices, that is a very good yield... IF they do declare a dividend. I' think that the way the price is dropping, it might not be the case but i have my fingers crossed.

HASU is another company that has consistently paid out higher dividends with improved earnings so another good counter.

OSEA - they paid 30cents consistently but with Havelock city taking off, and improved occupancy at World Trade centre, the food court coming up, i feel their earnings will improve and they may be in a position to increase their dividend...maybe up 10 or 20 cents to 40 or 50 cents for the year

Banks should declare higher dividends with improved earnings. Its just a matter of what's cheaper and will get you the best yield. NTB could declare better than last year dividends. I was hoping SEYB would but maybe next year .

Anybody have any ideas about TJL, and VONE and what dividend they may declare (I hope they do). These are stocks that i monitor or have a small quantity of. There are obviously a lot of other stocks that i don't know about so feel free to mention them.

There are also many stocks that have not declared any dividends in the past but may do so now so identifying them would be a great help. (I.e Tess, TWOD )

These are not BUY recommendations...do not under any circumstance follow my advice or think that I know what i am saying...because this is all guesswork.

If we talk about dividends take a look at JINS at the current price. Yield will be about 8-10% depending they declare Rs1-1.25

raa

Manager - Equity Analytics

Posts : 248Equity Stars : 2827Reputation : 23Join date : 2011-03-22

Yeah JINS is another one..they've announced a constant LKR 1.00 dividend the past two years irrespective of performance and I don't see them changing it this year. Waiting for their results for Q3 to see their aggregate EPS.

I expect them to announce another LKR 1.00 dividend, but at a share price of LKR 11.50 is a very attractive 8.6% return given that you only have to wait till the end of March for the dividend announcement and April for the payment.

Usually to download you need to be a registered member in the research section.Registration absolutely free of charge and if your Equity forum identity still available then you can use to register in the same name.Try or please PM me with your contact email, I'll email you the copy of the document without any hesitation.Have a good trade.